Beverly Ann Rodrigue

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 11/2018
  Lake Street Advisors, Llc
  Portsmouth, NH
• 12/2018 → 04/2021
  North American Management Corp
  Boston, MA
• 04/2021 → Present
  Wealth Enhancement Group
  Plymouth, MA
• 04/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Previous Registrations

• 2018-12-14 → 2021-04-14
  North American Management Corp
  Boston, MA
• 2017-04-25 → 2018-11-26
  Lake Street Advisors
  Portsmouth, NH
• 2013-07-10 → 2017-04-20
  Lake Street Advisors, Llc
  Portsmouth, NH
• 2008-04-16 → 2013-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

Wealth Enhancement Group DBA

Exams

• S66 Uniform Combined State Law Examination
  2008-04-15

Designations

• Certified Financial Planner